GWM
CRSP icon

Geneos Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Geneos Wealth Management’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2K Sell
215
-100
-32% -$5.27K ﹤0.01% 1979
2025
Q4 		$16.5K Sell
315
-100
-24% -$5.99K ﹤0.01% 1802
2025
Q3 		$26.9K Hold
415
– – ﹤0.01% 1609
2025
Q2 		$20.2K Sell
415
-405
-49% -$15.7K ﹤0.01% 2028
2025
Q1 		$27.9K Buy
820
+415
+102% +$17.6K ﹤0.01% 2187
2024
Q4 		$15.9K Sell
405
-100
-20% -$4.72K ﹤0.01% 1837
2024
Q3 		$23.7K Sell
505
-375
-43% -$19K ﹤0.01% 1501
2024
Q2 		$47.5K Buy
880
+9
+1% +$521 ﹤0.01% 1089
2024
Q1 		$59.4K Buy
871
+311
+56% +$22.3K ﹤0.01% 1011
2023
Q4 		$35.1K Hold
560
– – ﹤0.01% 1178
2023
Q3 		$25.4K Sell
560
-1
-0.2% -$52 ﹤0.01% 1291
2023
Q2 		$31.5K Buy
561
+355
+172% +$20.1K ﹤0.01% 1231
2023
Q1 		$9.32K Hold
206
– – ﹤0.01% 1573
2022
Q4 		$8.37K Sell
206
-335
-62% -$17.8K ﹤0.01% 1579
2022
Q3 		$35K Sell
541
-590
-52% -$42.8K ﹤0.01% 1142
2022
Q2 		$72K Sell
1,131
-7
-0.6% -$412 ﹤0.01% 1128
2022
Q1 		$71K Sell
1,138
-644
-36% -$40.4K ﹤0.01% 1219
2021
Q4 		$135K Buy
1,782
+15
+0.8% +$1.31K 0.01% 1057
2021
Q3 		$196K Buy
1,767
+1
+0.1% +$126 0.01% 865
2021
Q2 		$275K Buy
1,766
+65
+4% +$7.91K 0.01% 725
2021
Q1 		$223K Hold
1,701
– – 0.01% 920
2020
Q4 		$194K Buy
1,701
+580
+52% +$68.6K 0.01% 836
2020
Q3 		$94K Hold
1,121
– – ﹤0.01% 963
2020
Q2 		$82K Buy
1,121
+400
+55% +$23.4K ﹤0.01% 1006
2020
Q1 		$30K Sell
721
-400
-36% -$20.7K ﹤0.01% 1335
2019
Q4 		$73K Buy
1,121
+100
+10% +$5.46K ﹤0.01% 1069
2019
Q3 		$43K Hold
1,021
– – ﹤0.01% 1259
2019
Q2 		$48K Hold
1,021
– – ﹤0.01% 1209
2019
Q1 		$36K Hold
1,021
– – ﹤0.01% 1296
2018
Q4 		$27K Buy
1,021
+821
+411% +$28.5K ﹤0.01% 1367
2018
Q3 		$8K Buy
+200
New +$10.5K ﹤0.01% 1909
2018
Q2 		– Sell
-548
Closed -$25K – 2265
2018
Q1 		$25K Buy
+548
New +$22.6K ﹤0.01% 1293

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
GSK plc London $599M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's CRSP Position: Q1 2026 in Review

Geneos Wealth Management reduced its CRISPR Therapeutics (CRSP) stake by 32% in Q1 2026, selling an estimated $5.27K and leaving 215 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Geneos Wealth Management first reported a position in CRSP in Q1 2018 and has held it in 32 quarters since. The position peaked at $275K in Q2 2021. 488 funds tracked by Wall St. Rank hold CRSP as of Q1 2026.

  • Geneos Wealth Management held 215 shares of CRISPR Therapeutics worth $10.2K as of Q1 2026.
  • Geneos Wealth Management sold 100 CRISPR Therapeutics shares in Q1 2026, an estimated $5.27K.
  • CRISPR Therapeutics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1979 holding.
  • Geneos Wealth Management first reported a position in CRISPR Therapeutics in Q1 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's CRISPR Therapeutics position peaked at $275K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.